Hartmann Taylor Wealth Management, LLC Portfolio Holdings by Sector

Hartmann Taylor Wealth Management, LLC

$148 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VTV CGGR CGDV VEU VXUS SCHB VB DFAC 26 stocks	$104 Million 87.14% of portfolio	14	6	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$3.48 Million 2.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.06 Million 2.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$1.69 Million 1.41% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1.65 Million 1.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1.2 Million 1.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$762,867 0.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BFST 1 stocks	$745,147 0.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$579,492 0.48% of portfolio	-	-	-	-	0 Calls 0 Puts

Closed-End Fund - Equity \| ETFs VTI 1 stocks	$481,633 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$463,643 0.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$444,918 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$359,776 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$254,763 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$209,693 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials WWR 1 stocks	$11,250 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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